超级股票全明星
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积小胜为大胜帮投资者“拿住”收益——访中欧财富投顾投资经理李波
Shang Hai Zheng Quan Bao· 2025-09-21 15:28
Core Insights - The article discusses the shift in investment strategies at China Europe Wealth Management, focusing on enhancing stability and helping investors secure returns through a more standardized approach to investment management [1][2]. Investment Strategy Optimization - As of August 2023, the actively managed equity portfolios under China Europe Wealth have shown impressive returns, with certain portfolios like "Potential All-Star" and "Advantage Industry All-Star" exceeding 50% returns over the past year, while maintaining a drawdown of around 14% [2]. - The investment strategy has evolved from subjective judgment to a combination of fundamental analysis and standardized metrics, incorporating quantitative tools and objective data to validate investment decisions [2][3]. Portfolio Structure and Risk Management - The investment team has upgraded the portfolio structure from a "single core + satellite" model to a "double core + satellite" model, introducing a "balanced core" to diversify industry risk and reduce portfolio volatility [3]. - The risk control approach has been adjusted to accept normal style fluctuations from fund managers, as long as deviations remain within a predefined risk management framework [4]. Investor Engagement and Services - The company launched the "Super Stock All-Star Smart Follow Investment Plan" in April 2022, achieving nearly 100% profitability among participants by August 2023 [5]. - To enhance the investor experience, the company employs a "follow-the-car service" strategy, adjusting investment amounts based on market conditions and providing personalized guidance through their app [6].
超级股票全明星业绩翻倍 跟投用户盈利占比近100%
Zhong Guo Ji Jin Bao· 2025-08-29 03:22
Core Insights - The A-share market has shown strong performance, with the Shanghai Composite Index breaking through 3700 and 3800 points, reaching a nearly ten-year high, and the total market capitalization of the Shanghai and Shenzhen stock exchanges surpassing 100 trillion yuan [1] - The "Super Stock All-Star" strategy from China Europe Wealth has achieved a cumulative performance of 102.28%, with nearly 100% of the smart follow-up accounts being profitable [1][2] - The "Super Stock All-Star" investment plan was launched in April 2022 during a market downturn, aiming to guide investors through systematic investment strategies [2] Investment Strategy - The "Super Stock All-Star" strategy has led users to accumulate investments during market lows, achieving a real return of 26.40%, outperforming a single investment in the Super Stock All-Star by 21.52% [2] - The strategy has consistently outperformed the benchmark index over the past seven years, except for 2022, indicating its effectiveness in various market conditions [4][5] - The investment approach has been optimized following the extreme market conditions of 2022, enhancing the stability of investment performance [5][6] Strategy Upgrade - The investment strategy has been upgraded from a "single core + satellite" structure to a "double core + satellite" structure to better manage market volatility [6] - The new structure includes a balanced core that adapts to market conditions and aims to reduce portfolio volatility while maintaining exposure to structural opportunities [6][7] - The fund selection process has been thoroughly optimized to ensure better fund choices for users, enhancing the overall investment experience [7]
超级股票全明星业绩翻倍 跟投用户盈利占比近100%
中国基金报· 2025-08-29 02:22
Core Viewpoint - The A-share market has shown strong performance, with the Shanghai Composite Index breaking through 3700 and 3800 points, reaching a nearly ten-year high, and the total market capitalization of the Shanghai and Shenzhen stock exchanges exceeding 100 trillion yuan. The "Super Stock All-Star" strategy from China Europe Wealth has achieved a cumulative performance of 102.28% [1][4]. Group 1: Performance of the All-Star Wisdom Follow-up Plan - The All-Star Wisdom Follow-up Plan was launched in April 2022 when the A-share market fell below 3000 points, aiming to guide investors through scientific regular investment strategies [2]. - Over the past three years, the All-Star Wisdom Follow-up has led users to accumulate positions during market lows, achieving a real return of 26.40%, outperforming the Super Stock All-Star by 21.52% [2]. Group 2: Investment Strategy and Performance - The Super Stock All-Star strategy, which anchors on equity fund indices and selects high-quality active equity funds, has achieved a cumulative return of 102.28%, compared to a benchmark increase of 51.31% [4][6]. - The Super Stock All-Star has consistently outperformed the equity fund index in all years except 2022, indicating its effectiveness in various market conditions [4][6]. Group 3: Strategy Optimization - To enhance investment performance stability, the Super Stock All-Star has upgraded its strategy from a "single core + satellite" structure to a "double core + satellite" structure, allowing for better adaptation to market fluctuations [7]. - The new strategy includes a balanced core that focuses on funds with strong adaptability and long-term excess returns, while retaining the style core and satellite positions to capture structural opportunities [7].